Business Intelligence and Analytics - Final Report

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National College of Ireland
Project Submission Sheet – 2019/2020
School of Computing
Student Name: Yash Mehta, Sarthak Khare, Donovan, Naval Suvarna.
Student ID: x18179916, x18180485, x18181562, x18183654.
Programme: MSc. Data Analytics Year: 2019-20
Module: Business Intelligence & Business Analytics
Lecturer: Prof. Vikas Sahni
Submission Due
Date:
08-12-2019
Project Title: PowerBI analytics system for Sudha.
I hereby certify that the information contained in this (my submission) is information
pertaining to research I conducted for this project. All information other than my own
contribution will be fully referenced and listed in the relevant bibliography section at the
rear of the project.
ALL internet material must be referenced in the bibliography section. Students are
encouraged to use the Harvard Referencing Standard supplied by the Library. To use
other author's written or electronic work is illegal (plagiarism) and may result in
disciplinary action. Students may be required to undergo a viva (oral examination) if
there is suspicion about the validity of their submitted work.
Signature: Yash, Sarthak, Donovan, Naval
Date: 08-12-2019
PLEASE READ THE FOLLOWING INSTRUCTIONS:
1. Please attach a completed copy of this sheet to each project (including multiple copies).
2. You must ensure that you retain a HARD COPY of ALL projects, both for your own reference
and in case a project is lost or mislaid. It is not sufficient to keep a copy on computer.
Office Use Only
Signature:
Date:
Penalty Applied (if applicable):

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PowerBI Analytics
System for Sudha
Implementation Report
ABSTRACT
Designing an analytics system using PowerBI for Sudha
to help it achieve its organisational goals.

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Table of Contents
1. Architecture Implementation ………………………………………………………………………………………..4
1.1 Organisation Roles ………………………………………………………………………………………………….4
2. Management Reports & Dashboards in PowerBI ..............................................................4
2.1 Sales Report ……………………………………………………………………………………………………………4
2.2 Marketing Report …………………………………………………………………….…….…………….…….....5
2.3 SCM Report …………………………………………………………………………………………………………….6
2.4 Competitor Report ………………………………………………………………………………………………….6
2.5 Marketing-Sales-Competitor Dashboard …………………………………………………………………7
2.6 Filtration Methods ………………………………………………………………………………………………….7
2.6.1 Drill Down ………………………………………………………………………………………………….7
2.6.2 Interactive Filters: (aka Interactions) ………………………………………………………….8
2.6.3 Slicers ………………….…………………………………………………………………………………….8
3. Test Data ………………………………………………………………………………………………………………………9
4. Teamwork ………………………………………………………………..…………………………………………………13

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1. Architecture Implementation
1.1 Organisation Roles:
Figure 3: Sudha's Organisational Roles
Below is the list of Roles in the Organisation which regulate the access to PowerBI Reports and
Dashboards.
Roles Access
Managing Director <All>
Inventory Manager SCM Report
Marketing Manager Marketing Report, Competitor Report
Sales Manager Sales Report
Zonal Manager North <All> Reports with Zone (North) Specific
Information
Zonal Manager Central <All> Reports with Zone (Central) Specific
Information
Zonal Manager North-East <All> Reports with Zone (North-East) Specific
Information
2. Management Reports & Dashboards in PowerBI
2.1 Sales Report:
The Sales Report shows the Sales Analysis of Sudha. The Sales is captured visually across products,
zones, quarters and months. The slicer filters provided can filter by timelines, year, a specific
product, city, zone, and product category.

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2.2 Marketing Report:
This report allows us to analyse the Marketing aspect of Sudha. The Marketing Analysis is captured
across by amount spent, the budget allocated, category, zone, month and year. The slicer filters
through timelines, marketing categories, cities, and zones.

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2.3 SCM Report: (Warehouse Inventory)
The SCM Report which shows the Inventory analysis of the warehouses. It shows the inflow and
outflow of the products by month, year, and warehouses. The slicers filter out by year, product,
warehouse, and category.
2.4 Competitor Report:
The Competitor Report provides the ability to analyse the sales of the Competitors to Sudha and its
products. It shows us competitor sales statistics monthly, quarterly, yearly, and by zone. This report
also compares the similar products that Sudha sells. The slicer can filter using timelines, year,
product, city, zone, and the name of the Competitor.

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2.5 Marketing-Sales-Competitor Dashboard:
This Dashboard gives a comparative analysis of the 3 main reports namely, Sales, Marketing, and
Competitor. This can be used to visualise and compare trends across the specific timelines. Through
a single dashboard Sudha employees can compare and analyse its sales across the cities/zones with
its competitors’ sales in different timelines and also keep a track of marketing spending’s vs sales
done in a zone/city in selected year.
2.6 Filtration Methods:
2.6.1 Drill Down:
The Drill Down approach allows the related report and dashboard components to filter based on
hierarchy. The related report and dashboard components are adjusted accordingly, and their graphs
scaled appropriately.

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Example: The Sales Report’s section ‘SALES by ZONE and STATE’ can be drilled down to only show
sales information and statistics for the North-East zone. The other sections such as the Total Sales,
Total Profit, Sales by Month, Sales by Quarter, and Sales by Product and Zone is affected based on
which feature the ‘Sales by Zone and State’ section the drill down filter is used.
2.6.2 Interactive Filters: (aka Interactions)
Interactive Filters (or Interactions as they are officially called in PowerBI) are filters within report and
dashboard components which when used can affect the other report and dashboard components. In
this mode, we can specifically ‘filter out’ relevant information to show on the related report and
dashboard components, or we can allow the relevant information to be ‘highlighted’ on related
report and dashboard components.
Example: When we select the ‘North’ Zone in ‘Sales by Zone’ visual, all the other visuals in the report
are updated to reflect the data for the ‘North’ zone only. ‘Sales By Product and Zone’ interaction was
set to ‘filter’ so it contains filtered information , whereas, ‘Sales by Quarter’ interaction was set to
‘highlight’, so the selected data has been highlighted.
2.6.3 Slicers:
Slicers are types of filters whose values are applied on entire reports to filter all the report
components based on the filter value chosen. They are used when common filters are required to be
applied across the entire report or dashboard.

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Example: In the Marketing Report, ‘Social Media’ and ‘Sponsorships’ are selected in the Marketing
Type Slicer, and ‘Central’ and ‘North-East’ are selected in the Zone Slicer. The filter selections on the
slicers affect the other sections of the report such as Total Budget Allocated, Total Amount Spent,
Amount Spent by the Year, Amount Spent by Zone, Amount Spent and Budget Allocation by the
year, Amount Spent and Budget Allocated by Marketing Type.
3. Test Data
The Test Data described below is in accordance with the Data Dictionary and ER Diagram illustrated
in the Specification Report.
(i) Master Tables:
PRODUCT

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CITY
(ii) Transactional Tables:
TRANSACTIONAL_DATA (Sales)

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SCM (Warehouse Inventory)
MARKETING (Expense on Marketing)

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COMP_PROD_SALES (Competitors Sales)
(iii) Lookup Tables:
COMP_PRODUCT (Sudha similar product lookup entity)

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4. Teamwork
Team work is the most important aspect of any group project and how each individual team
member collaborated throughout greatly reflects on the quality of the project.
For our project, each team member contributed equally and as per their respective assignments. For
collaboration, we chose Microsoft teams as our tool of choice to effectively communicate with each
other when working at one common location was not an option for everybody.

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